IFM Investors Pty Ltd Purchases 743,934 Shares of Netflix, Inc. $NFLX

IFM Investors Pty Ltd increased its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 901.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 826,436 shares of the Internet television network’s stock after buying an additional 743,934 shares during the quarter. Netflix accounts for about 0.6% of IFM Investors Pty Ltd’s portfolio, making the stock its 21st biggest holding. IFM Investors Pty Ltd’s holdings in Netflix were worth $77,487,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the company. Vanguard Group Inc. grew its holdings in shares of Netflix by 912.5% during the fourth quarter. Vanguard Group Inc. now owns 390,014,981 shares of the Internet television network’s stock worth $36,567,805,000 after buying an additional 351,493,659 shares in the last quarter. Geode Capital Management LLC grew its stake in Netflix by 892.0% in the fourth quarter. Geode Capital Management LLC now owns 99,598,678 shares of the Internet television network’s stock valued at $9,305,336,000 after purchasing an additional 89,558,684 shares in the last quarter. Capital World Investors grew its stake in Netflix by 859.1% in the fourth quarter. Capital World Investors now owns 89,341,444 shares of the Internet television network’s stock valued at $8,376,656,000 after purchasing an additional 80,025,890 shares in the last quarter. Norges Bank bought a new position in Netflix in the fourth quarter valued at approximately $5,803,248,000. Finally, Capital Research Global Investors grew its stake in Netflix by 800.2% in the fourth quarter. Capital Research Global Investors now owns 42,367,807 shares of the Internet television network’s stock valued at $3,972,406,000 after purchasing an additional 37,661,365 shares in the last quarter. 80.93% of the stock is currently owned by institutional investors.

More Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Omdia forecasts Netflix could reach nearly 400 million subscribers by 2031, reinforcing its leadership in global streaming and supporting the long-term bull case. Omdia: Netflix to Reach 400 Million Subscribers by 2031, Maintaining Global Streaming Lead Despite Industry Consolidation
• Positive Sentiment: Netflix is expanding its gaming and mobile strategy, including a FIFA World Cup football game exclusive to Netflix Games and a revamped mobile app rollout in Asia, which could improve subscriber engagement. FIFA Deal Tests How Netflix Uses Games To Deepen Subscriber Engagement
• Positive Sentiment: Several recent articles argue the pullback could be a buying opportunity, citing expected upside from ad revenue growth, cash flow strength, and international expansion. Netflix (NFLX) Pullback Offers a Long-Term Opportunity
• Neutral Sentiment: Jim Cramer’s remarks that tech stocks may no longer be clear market leaders included Netflix, adding to the broader cautious sentiment around the sector. Jim Cramer Discussed 15 Stocks, Including Broadcom, Netflix, and His Skepticism Toward Tech Stocks
• Neutral Sentiment: One article compares Netflix with Roku and frames the stock as a relative value debate rather than a clear near-term catalyst for NFLX. Netflix Is Down 12% in 2026, While Roku Is Up 11%. Which Streaming Stock Is the Better Buy in June?
• Negative Sentiment: Jefferies cut its price target on Netflix to $110 from $128, saying the stock lacks near-term catalysts even though it kept a Buy rating. Mahaney Reiterates Buy on Netflix, Maintains $115 Price Target Amid Ad-Tier and International Expansion Upside Ratings News
• Negative Sentiment: Paramount Skydance’s accusations that Netflix interfered in its Warner Bros. Discovery merger dispute could keep competitive and regulatory concerns in focus. Paramount Skydance Clash Puts Netflix Competition And Regulatory Role In Focus

Insider Buying and Selling at Netflix

In related news, CEO Theodore A. Sarandos sold 27,312 shares of Netflix stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $87.97, for a total transaction of $2,402,636.64. Following the completion of the sale, the chief executive officer directly owned 284,804 shares of the company’s stock, valued at approximately $25,054,207.88. This trade represents a 8.75% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider David A. Hyman sold 5,722 shares of Netflix stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $88.08, for a total value of $503,993.76. Following the sale, the insider directly owned 316,100 shares of the company’s stock, valued at approximately $27,842,088. The trade was a 1.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 1,313,029 shares of company stock worth $120,315,776 in the last 90 days. Company insiders own 1.24% of the company’s stock.

Netflix Stock Performance

Shares of NASDAQ NFLX opened at $81.27 on Friday. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.43. Netflix, Inc. has a 12 month low of $75.01 and a 12 month high of $134.12. The stock has a 50 day moving average of $91.23 and a 200-day moving average of $91.19. The company has a market capitalization of $342.21 billion, a P/E ratio of 26.25, a P/E/G ratio of 1.04 and a beta of 1.50.

Netflix (NASDAQ:NFLX) last released its quarterly earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share for the quarter, topping the consensus estimate of $0.76 by $0.47. The business had revenue of $12.25 billion during the quarter, compared to analysts’ expectations of $12.17 billion. Netflix had a return on equity of 40.92% and a net margin of 28.52%.The firm’s revenue for the quarter was up 16.2% compared to the same quarter last year. During the same period last year, the firm posted $6.61 EPS. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, equities research analysts predict that Netflix, Inc. will post 3.6 EPS for the current year.

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on the company. Deutsche Bank Aktiengesellschaft raised their price target on Netflix from $98.00 to $100.00 and gave the company a “hold” rating in a research note on Tuesday, April 14th. KeyCorp restated an “overweight” rating and issued a $115.00 price target (up from $108.00) on shares of Netflix in a research note on Tuesday, April 14th. Morgan Stanley restated an “overweight” rating on shares of Netflix in a research note on Friday, April 17th. President Capital raised their price target on Netflix from $133.00 to $134.00 and gave the company a “buy” rating in a research note on Tuesday, March 31st. Finally, Seaport Research Partners raised their price target on Netflix from $115.00 to $119.00 and gave the company a “buy” rating in a research note on Friday, April 17th. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and sixteen have issued a Hold rating to the stock. According to MarketBeat.com, Netflix presently has an average rating of “Moderate Buy” and an average target price of $114.39.

About Netflix

Netflix, Inc (NASDAQ: NFLX) is a global entertainment company that provides subscription-based streaming of films, television series, documentaries and other video content. Founded in 1997 by Reed Hastings and Marc Randolph and headquartered in Los Gatos, California, the company began as a DVD-by-mail rental service and introduced streaming video in 2007. Netflix later expanded into producing and distributing original programming, beginning notable original hits in the 2010s, and now operates a content production and distribution ecosystem alongside its licensing activity.

The company’s primary product is its on-demand streaming service, which can be accessed on a wide range of internet-connected devices and delivered through a suite of apps and web platforms.